Tci Wealth Advisors, Inc. Incresed Positions in Q1 2025

Tci Wealth Advisors, Inc.

  • $1.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LNT
Alliant Energy Corp

Utilities
37
+ 0.96%
$56.66 - $66.04 $2.1K - $2.44K
3.9K $251K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
143
+ 4.58%
$126.11 - $135.06 $18K - $19.3K
3.27K $421K
COP
Conocophillips

Energy
94
+ 4.17%
$88.6 - $105.85 $8.33K - $9.95K
2.35K $246K
PSX
Phillips 66

Energy
12
+ 0.6%
$113.93 - $131.55 $1.37K - $1.58K
2K $247K
DFIC
Dimensional ETF Tr Dimensional

ETFs
27
+ 0.28%
$25.54 - $28.79 $690 - $777
9.66K $268K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
52
+ 0.46%
$42.5 - $46.71 $2.21K - $2.43K
11.4K $517K
PFF
Ishares Trust Ishares Pfd And

ETFs
876
+ 6.27%
$30.73 - $32.26 $26.9K - $28.3K
14.8K $456K
NSC
Norfolk Southern Corp

Industrials
32
+ 1.8%
$227.69 - $259.76 $7.29K - $8.31K
1.81K $429K
NEAR
Blackrock Short Maturity Bond

ETFs
87
+ 0.74%
$50.4 - $50.89 $4.38K - $4.43K
11.8K $601K
TFLO
Ishares Treasury Floating Rate

ETFs
79
+ 0.55%
$50.48 - $50.68 $3.99K - $4K
14.4K $728K
USB
Us Bancorp \De\

Financial Services
791
+ 13.53%
$40.92 - $50.9 $32.4K - $40.3K
6.64K $280K
Dimensional ETF Trust
26.8K
+ 30.81%
N/A
114K $0
AVGE
American Centy ETF Tr Avantis
270
+ 4.99%
N/A
5.68K $0
DFSI
Dimensional ETF Tr Dimen Intl
594
+ 2.67%
N/A
22.9K $0
Dimensional ETF Trust
20.5K
+ 4.66%
N/A
460K $0
DFSU
Dimensional ETF Tr Dimen Us Su
1.4K
+ 2.8%
N/A
51.4K $0
Dimensional ETF Trust
281K
+ 20.96%
N/A
1.62M $0
Ge Vernova Inc
21
+ 1.87%
N/A
1.14K $0
Dimensional ETF Trust
4.48K
+ 13.33%
N/A
38.1K $0
MCO
Moodys Corp

Financial Services
6
+ 1.22%
$437.8 - $527.48 $2.63K - $3.16K
499 $232K
TGNA
Tegna Inc

Communication Services
6
+ 0.06%
$16.63 - $18.95 $99.8 - $114
10.4K $189K
PEP
Pepsico Inc

Consumer Defensive
190
+ 1.29%
$142.64 - $156.42 $27.1K - $29.7K
14.9K $2.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.08%
$169.43 - $182.84 $169 - $183
1.21K $209K
IWF
Ishares Russell 1000 Gr ETF

ETFs
180
+ 10.54%
$360.07 - $417.26 $64.8K - $75.1K
1.89K $681K
BA
Boeing CO

Industrials
29
+ 1.89%
$148.15 - $186.25 $4.3K - $5.4K
1.56K $266K
MTCH
Match Group, Inc.

Communication Services
8
+ 0.11%
$30.08 - $36.47 $241 - $292
7.43K $231K
ATR
Aptargroup, Inc.

Healthcare
24
+ 0.88%
$141.7 - $159.83 $3.4K - $3.84K
2.76K $410K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.64%
$472.29 - $575.13 $1.42K - $1.73K
472 $228K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
103
+ 7.57%
$165.25 - $224.62 $17K - $23.1K
1.46K $243K
URI
United Rentals, Inc.

Industrials
4
+ 1.06%
$594.17 - $789.56 $2.38K - $3.16K
381 $238K
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.13%
$198.1 - $229.79 $396 - $460
1.55K $310K
LII
Lennox International Inc

Industrials
7
+ 0.86%
$553.05 - $666.93 $3.87K - $4.67K
825 $462K
ADBE
Adobe Inc.

Technology
1
+ 0.16%
$377.84 - $464.11 $378 - $464
626 $240K
AVLV
American Centy ETF Tr Avantis
58
+ 0.21%
$63.51 - $70.42 $3.68K - $4.08K
27.4K $1.79M
GWW
W.W. Grainger, Inc.

Industrials
3
+ 0.46%
$953.54 - $1132.42 $2.86K - $3.4K
653 $645K
VUG
Vanguard Growth ETF

ETFs
123
+ 5.14%
$369.1 - $427.61 $45.4K - $52.6K
2.52K $933K
CSWI
Csw Industrials, Inc.

Industrials
1
+ 0.12%
$283.77 - $396.86 $284 - $397
864 $251K
FDX
Fedex Corp

Industrials
54
+ 2.58%
$230.33 - $281.53 $12.4K - $15.2K
2.15K $523K
VB
Vanguard Small Cap ETF

ETFs
107
+ 1.57%
$217.89 - $252.64 $23.3K - $27K
6.92K $1.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
194
+ 4.01%
$468.34 - $539.52 $90.9K - $105K
5.03K $2.36M
AXP
American Express CO

Financial Services
3
+ 0.06%
$255.39 - $325.87 $766 - $978
4.63K $1.25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
96
+ 0.41%
$168.16 - $186.21 $16.1K - $17.9K
23.7K $4.04M
UPST
Upstart Holdings, Inc.

Financial Services
6.4K
+ 20.5%
$46.03 - $88.77 $294K - $568K
37.6K $1.73M
NOW
Service Now, Inc.

Technology
101
+ 9.61%
$783.83 - $1170.39 $79.2K - $118K
1.15K $917K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
56.4K
+ 2.82%
$32.42 - $36.13 $1.83M - $2.04M
2.06M $67.9M
AVUV
American Centy ETF Tr Avantis

ETFs
62.4K
+ 7.78%
$84.95 - $100.62 $5.3M - $6.28M
865K $75.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
60.2K
+ 2.51%
$58.81 - $68.2 $3.54M - $4.11M
2.46M $147M
Activity Summary
Buys All Purchases 114 New Holdings 16 Increased Positions 98 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 2 Puts 0
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